Financial Relationship Consultant

Job Description: With your extraordinary knowledge and
incomparable integrity, we know that clients invest their trust in
you. Join a team that also invests in you with key product and
service offerings, sophisticated technology and a premier
investment platform. Here, you will build long-term, dedicated
relationships with customers by bringing them peace of mind as you
guide them through wealth management and retirement planning
strategies The Expertise We’re Looking For FINRA Series
7 & 63 required prior to hire Series 65 and/or 66 and state
registrations required within 3 months of hire Experience with High
Net Worth clients A CFP is preferred if you don’t already have your
CFP, our Tuition Reimbursement program can help you with classes to
obtain it The Purpose of Your Role We fully support you
with an open architecture product platform and top resources in the
financial industry, while you nurture relationships with an
existing client base. Your keen focus, motivational skills and
leadership qualities are prime attributes as you provide the
appropriate investment solutions to existing clients and help
expand the acquisition of new customers. The Skills You
Bring You demonstrate a deep understanding of financial markets,
and can effectively simplify complex financial concepts while
building rapport and credibility with highly valued clientele
Remarkable knowledge of investment products Ability to thoughtfully
introduce your clients to different investment strategies and bring
together additional client assets while engaging in positive,
client-centered discussions Collaborating with multiple business
partners allows you to craft an unsurpassed customer experience and
meet the client’s broad range of investment needs The Value
You Deliver No longer spending time on cold calls and
sourcing new clients, you are able to make an impact in the lives
of your clients through deepening relationships and complex
financial planning Your integrity, insights, interpersonal skills
and meticulous planning allows you to mentor and support your
customers as they look to reach their retirement goals Educating
customers on the technology and channels available to them to
better monitor, maintain, and handle their investments How Your
Work Impacts the Organization Working in our Investor
Center, you will engage face-to-face with your customers, offering
mentorship and personalized planning, while helping extend the
reach of the firm's brand. Backed by Fidelity’s open architecture,
you’re able to provide comprehensive investment guidance and
sustain long-lasting relationships. We will provide you the support
of a well-rounded team of professionals, unlimited access to some
of the best resources and tools in the industry, and a top
compensation package with excellent benefits. While you form
relationships here, you will also be building your career!
Certifications: Series 07 - FINRA, Series 63 - FINRA Category:
Sales Company Overview At Fidelity, we are focused on making our
financial expertise broadly accessible and effective in helping
people live the lives they want. We are a privately held company
that places a high degree of value in creating and nurturing a work
environment that attracts the best talent and reflects our
commitment to our associates. We are proud of our diverse and
inclusive workplace where we respect and value our associates for
their unique perspectives and experiences. For information about
working at Fidelity, visit FidelityCareers.com. Fidelity
Investments is an equal opportunity employer. We welcome those with
experience in jobs such as Billing and Posting Clerk, Payroll
Specialist, and Residential Real Estate Agent and others in the
Accounting and Finance to apply.

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